Jpl Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Jpl Wealth Management, LLC

$421 Billion
Q3 2025

A detailed history of Jpl Wealth Management, LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 216 shares of AOM stock, worth $10,303. This represents 0.0% of its overall portfolio holdings.

Number of Shares

216

Holding current value

$10,303

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$45.4 - $47.61 $9,806 - $10,283	216 New	216 $10.3 Million

Others Institutions Holding AOM

# of Institutions

289

Shares Held

11.9M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

2.73M
Shares

$130 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.09M
Shares

$51.8 Million
0.02% of portfolio
Foundations Investment Advisors, LLC

508K
Shares

$24.2 Million
0.39% of portfolio
Morgan Stanley New York, NY

365K
Shares

$17.4 Million
0.0% of portfolio
Weitzel Financial Services, Inc.

289K
Shares

$13.8 Million
5.55% of portfolio

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

More about AOM

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Jpl Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History